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AVPEX vs FSWFX
AVPEX vs FSWFX Comparison
Open Charts AVPEX vs FSWFX
ALPS Global Opportunity Portfolio Cl III
Price$12.89
Change-$0.33 (-2.50%)
VolumeN/A
Net Assets20.15M
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
AVPEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. AVPEX (20.2M). AVPEX pays higher dividends than FSWFX: AVPEX (8.92) vs FSWFX (0.81). AVPEX was incepted earlier than FSWFX: AVPEX (11 years) vs FSWFX (5 years). AVPEX (2.64) is less costly to investors than FSWFX (0.76). FSWFX (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than FSWFX: AVPEX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 7.77 vs. AVPEX (-3.84). AVPEX return over 5 years is better than : 24.53 vs. FSWFX (8.80).
| AVPEX | FSWFX | AVPEX / FSWFX | |
| Total Expense Ratio | 2.38 | 0.76 | 313% |
| Annual Report Gross Expense Ratio | 2.64 | 0.76 | 347% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -2.937 | 12.209 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2M | 81.8B | 0% |
| Annual Yield % from dividends | 8.92 | 0.81 | 1,099% |
| Returns for 1 year | -3.84 | 7.77 | -49% |
| Returns for 3 years | 25.53 | 32.01 | 80% |
| Returns for 5 years | 24.53 | 8.80 | 279% |
| Returns for 10 years | 97.98 | N/A | - |
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